Mascoma Wealth Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

As the financial landscape continues to evolve, it's crucial for investors to stay updated on the latest changes in the holdings of various funds. In this article, we will analyze the Q2 2023 vs. Q3 2023 13F Holdings Comparison for Mascoma Wealth Management LLC. Explore the shifts in share allocations and value across a diverse range of issuers and ETFs.

The Dynamic World of Investments:

Investing in funds is an effective way to diversify portfolios and gain exposure to multiple securities. Mascoma Wealth Management LLC, a prominent player in the investment industry, regularly files its 13F forms to disclose its holdings, providing valuable insights into its investment strategies. By comparing these holdings between Q2 2023 and Q3 2023, we can identify the fund's changing preferences and potential market trends.

Key Findings:

Let's dive into the data and uncover the notable shifts in Mascoma Wealth Management LLC's holdings:

1. ISHARES CORE S&P 500 ETF (IVV):

- Q2 2023 (SHARES): 114,628

- Q3 2023 (SHARES): 117,122

- Q2 2023 VALUE ($000): 51,715

- Q3 2023 VALUE ($000): 50,295

- Chg %: -2.7

Mascoma Wealth Management LLC slightly increased its holdings of IVV, an ETF that tracks the S&P 500 index, in Q3 2023. However, the overall value of these holdings experienced a marginal decrease.

2. ISHARES CORE U.S. AGGREGATE BOND ETF (AGG):

- Q2 2023 (SHARES): 290,865

- Q3 2023 (SHARES): 306,916

- Q2 2023 VALUE ($000): 28,193

- Q3 2023 VALUE ($000): 28,862

- Chg %: 2.4

Mascoma Wealth Management LLC significantly increased its holdings of AGG, an ETF that represents the U.S. aggregate bond market, in Q3 2023. This allocation shift reflects the fund's confidence in the bond market's performance during that period.

3. JPMORGAN ULTRA-SHORT INCOME ETF (JPST):

- Q2 2023 (SHARES): 510,340

- Q3 2023 (SHARES): 518,358

- Q2 2023 VALUE ($000): 25,557

- Q3 2023 VALUE ($000): 26,011

- Chg %: 1.8

Mascoma Wealth Management LLC slightly increased its holdings of JPST, an ETF that focuses on ultra-short-term fixed-income securities, in Q3 2023. This suggests the fund's strategy to capture potential short-term income opportunities.

4. VANGUARD FTSE DEVELOPED MARKETS ETF (VEA):

- Q2 2023 (SHARES): 532,827

- Q3 2023 (SHARES): 565,070

- Q2 2023 VALUE ($000): 24,616

- Q3 2023 VALUE ($000): 24,704

- Chg %: 0.4

Mascoma Wealth Management LLC marginally increased its holdings of VEA, an ETF that represents developed markets outside of the U.S., in Q3 2023. The value of the holdings remained relatively stable during this period.

5. ISHARES CORE S&P U.S. GROWTH ETF (IUSG):

- Q2 2023 (SHARES): 199,392

- Q3 2023 (SHARES): 200,452

- Q2 2023 VALUE ($000): 19,610

- Q3 2023 VALUE ($000): 19,008

- Chg %: -3.1

Mascoma Wealth Management LLC slightly decreased its holdings of IUSG, an ETF that focuses on U.S. growth stocks, in Q3 2023. This adjustment indicates a potential reallocation within the growth sector.

Overview of Changes:

While Mascoma Wealth Management LLC made various adjustments to its holdings during Q3 2023, it is essential to note the fund's overall strategy and market trends. Some holdings saw increases, reflecting the fund's confidence in specific sectors or investment strategies. Conversely, slight decreases in other holdings might indicate a strategic balance or reallocation within the portfolio.

Conclusion:

Understanding the changes in a fund's holdings provides valuable insights for investors looking to stay abreast of market trends and make informed decisions. Mascoma Wealth Management LLC's Q2 2023 vs. Q3 2023 13F Holdings Comparison reveals intriguing shifts in its allocations, offering a glimpse into the fund's investment strategy. As the investment landscape continues to evolve, staying informed about these changes becomes increasingly crucial for investors seeking to maximize their returns.

Disclaimer: The information provided in this article is for educational and informational purposes only and should not be construed as financial advice. Always do your research and consult with a qualified financial advisor before making any investment decisions.